Deal Connect

PRESENTED BY

SD Capital
UHY LLP

TUESDAY, JULY 30 | 1:00 - 4:00 PM
WEDNESDAY, JULY 31 | 10:00 AM - 12:00 PM & 1:00 - 4:00 PM

During Deal Connect, middle market intermediaries and investment bankers holding various transaction opportunities are stationed at hosted tables to meet with private equity professionals looking for deal opportunities. 

Table host positions are exclusive only to AM&AA members that are investment bankers or M&A intermediaries. 

Deal Connect meeting requests open for AM&AA members on Wednesday, June 12 and for non-members on Thursday, June 20. Login instructions will be provided.

DEAL CONNECT Table Hosts

Deal Connect FAQ

Deal Connect meetings will take place in the on:
Tuesday, July 30 | 1:00 - 4:00 p.m.
Wednesday, July 31 | 10:00 a.m. - 12:00 p.m. & 1:00 - 4:00 p.m.

ALL MEETINGS ARE IN CENTRAL TIME (CT).

Deal Connect Meetings are 20-minutes long.

Private Equity, Lenders, Investment Bankers and M&A Intermediaries are invited to attend Deal Connect. 

Registered Investment Bankers and M&A Intermediaries that are active AM&AA members are eligible to host a table at Deal Connect, space permitting. To request a host table at Deal Connect, please email Kendall Allen at kendall.allen@thefivestar.com

Deal Connect meeting requests open for AM&AA members on Wednesday, June 12 and for non-members on Thursday, June 20. Login instructions will be provided.

  • All Deal Connect hosts are identified under the Attendee Directory in the Desktop Meeting Hub and in the mobile event app (vFairs).
    • Note: You must be registered for the conference for login access to both the Desktop Meeting Hub and the mobile app.
  • Under the Attendee Directory, use the filter to display Deal Connect Hosts only.
  • Click the Send Meeting Request button to get started. (Click to view full instructions >>)
  • Be sure to select a time slot within the designated Deal Connect session times during the conference. (Tues 1-4PM; Wed 10AM-12PM & 1-4PM)
    • If time slots are full, send a direct message to the table host to find an alternate time to meet.
      • Note: Deal Connect Table Host time slots may appear unavailable, as pending meeting requests hold a specific slot until the request is either accepted or rejected by the Table Host to avoid double booking. If a meeting is rejected, that time slot will open back up. Check back often to see if availability has changed. 
    • You can also drop by during any of the Deal Connect sessions to see if the table host is available for a quick meeting.
  • Each Deal Connect Table Host will be assigned a table. When selecting the meeting location, be sure to select the correct table (the host's name will be listed).

You can respond to a meeting request within the Desktop Meeting Hub or in the vFairs mobile event app. (Click to view full instructions >>)

  • In the Desktop Meeting Hub, select the Appointment Widget, go to Bookings, then find the request to view the meeting details and respond. 
     
  • In the vFairs mobile event app, click the bell icon in the top right to view the meeting request details and respond.
    • You can also access meeting requests on the Home Page under Meetings, then select All at the top. Meetings shown as PENDING are waiting for a response from you. Click on the meeting to accept or decline it. 

IMPORTANT: When a meeting is requested, that time slot will be held on your calendar until you respond by either accepting or declining. You will only receive one request for each time slot to prevent double bookings. 

If you decline a meeting, you can provide a reason or suggest a new time to the organizer if you are unavailable during the original time request. 

  • Within the Desktop Meeting Hub or within the app, you can mark yourself available during specific dates and times.
    • Desktop:
      • Open the Appointment Widget on the upper right edge of the window and select Availability.
      • Click the + to select the date.
      • Select all time slots that you are open to receive meeting requests.
        • *NOTE: Do not select time slots of sessions you are attending. Review your sessions under My Agenda to ensure you did not mark yourself available during a session that is on your schedule.
      • Click Add to save.
    • vFairs Mobile App:
      • Select Meetings on the Home Page.
      • Click the three dots in the top right corner.
      • Select Your Availability.
      • Tap the + in the bottom right corner..
      • Choose the date.
      • Select start and end times. Be sure to exclude the time slots of the sessions you are attending to avoid double booking yourself. 
  • By default, you will be listed available for all meeting time slots until you mark which slots you are available to meet. If you never visit the Availability feature, by default you are marked available for all slots.
    • Once you add one slot, it will mark you unavailable for all other dates/time slots until you add any other time slots that you are available. 

You can check the status of your meeting requests in the Desktop Meeting Hub online or in the vFairs event mobile app.

DESKTOP:

  1. Under Appointment Widget, select Bookings to review meeting requests.
  2. Bookings will list all meeting requests you have drafted, sent or received, whether they are confirmed, pending or rejected.
    • NOTE: Under Bookings, you will see meetings denoted as one of the following statuses:
      • Organizer = Meeting requests you sent to others. You are the organizer. You must open the details to see the response status.
      • Pending = Meeting requests you have received from others that are waiting for a response from you. You will see an option to Accept or Reject.
      • Rejected = Meetings that you rejected.
      • Draft = Drafted meeting requests.
  3. If you are the Organizer, open the meeting details to check if the status is AcceptedPending, or Rejected
    • IMPORTANTYour meeting requests marked with Organizer will not show the meeting status. You must open the meeting details to check the participant response.

VFAIRS MOBILE EVENT APP:

  1. Under Meetings in the app, select All at the top to review meeting requests.
  2. All will list all meeting requests you have drafted, sent or received, whether they are confirmed, pending or rejected.
    • NOTE: Under All, you will see meetings denoted as one of the following statuses:
      • Organizer = Meeting requests you sent to others. You are the organizer. Open the meeting details to see the response status.
      • Accepted = Meeting requests you have accepted from others. 
      • Pending = Meeting requests you have received from others that are waiting for a response from you.
      • Rejected = Meetings that you rejected.
      • Draft = Drafted meeting requests.
  3. If you are the Organizer, open the meeting details to check if the status is AcceptedPending, or Rejected
    • IMPORTANTYour meeting requests marked with Organizer will not show the meeting status. You must open the meeting details to check the participant response.

 

I SEE THE MEETING STATUS. WHAT DO I DO NEXT? 

In the Desktop and in the App, 

  1. If Rejected due to Schedule Conflicts: Do not delete the request. If an alternate time is not listed in the reason or if the slot is unavailable, direct chat with attendee to find available times if needed. Edit the meeting details to select an alternate time and click Update.  
  2. If a Meeting is Rejectedyou must delete the meeting from your calendar by selecting the trash can icon in the top right of the meeting details pop-up.
    • IMPORTANTDeleting the meeting from your calendar will free up that time slot so others can see that you are available to meet. It will also remove the rejected request from the invitee's Meetings Requests.
  3. If Pending,
    • In the Desktop Meeting Hub:
      • Go to Attendee Directory to search for their name.
      • Click on the attendee profile and send a direct chat message or a quick email reminder to the invitee. 
    • In the Mobile App:
      • Click on the attendee profile and send a direct chat message or a quick email reminder to the invitee. 
  4. If Accepted,
    • In the Desktop Meeting Hub:
      • Select the download arrow in the top right of the Appointment Widget to export the meeting details in a .csv to import into your personal calendar.
    • In the Mobile App:
      • Select the Add to Calendar icon on the meeting request to import into your personal calendar. (The icon is under the meeting status.)
        (NOTE: Participant info and description will not be transferred. Be sure to copy and paste missing info into your personal calendar.)